Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Beaumont Capital Management

Latest statistics and disclosures from Algorithmic Investment Models's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLI, FLQM, XLV, XLK, FNCL, and represent 33.82% of Algorithmic Investment Models's stock portfolio.
Added to shares of these 10 stocks: XLK, XLE, XLY, XLU, XLB, XBI, EWX, ICLN, EFV, SHV.
Started 6 new stock positions in XBI, SOWG, KLTO, ICLN, EFV, EWX.
Reduced shares in these 10 stocks: , VEA (-$8.5M), VO (-$5.7M), VRIG, IEI, STIP, RSP, LVHI, , FLTB.
Sold out of its positions in Applied Therapeutics, EPIX, FLTB, FTSL, ASEA, VRIG, CEMB, ACWI, IEI, EUFN. INDA, OPITQ, SPY, SPAB, SCHP, VEA, VCLT, VO, CXSE.
Algorithmic Investment Models was a net seller of stock by $-58M.
Algorithmic Investment Models has $81M in assets under management (AUM), dropping by -46.15%.
Central Index Key (CIK): 0001806628

Tip: Access up to 7 years of quarterly data

Positions held by Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Algorithmic Investment Models

Algorithmic Investment Models holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr State Street Ind (XLI)	7.6	$6.2M	-2%	40k	155.12	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	7.2	$5.9M	-2%	104k	56.26	View chart
Select Sector Spdr Tr State Street Hea (XLV)	6.7	$5.4M	-4%	35k	154.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	6.3	$5.1M	+91%	35k	143.97	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	6.1	$4.9M	-2%	64k	77.74	View chart
Select Sector Spdr Tr State Street Uti (XLU)	6.0	$4.9M	+93%	115k	42.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	6.0	$4.9M	+95%	109k	44.71	View chart
Select Sector Spdr Tr State Street Com (XLC)	6.0	$4.9M		41k	117.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	6.0	$4.9M	+96%	41k	119.41	View chart
Select Sector Spdr Tr State Street Mat (XLB)	6.0	$4.8M	+93%	107k	45.35	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	5.8	$4.7M		117k	40.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	5.1	$4.1M	-3%	56k	73.56	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	5.1	$4.1M	-2%	105k	39.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	3.1	$2.5M	-50%	53k	47.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$1.3M	-51%	13k	99.88	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	1.5	$1.2M	-6%	26k	46.37	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.5	$1.2M	-69%	32k	36.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$1.1M	-3%	14k	79.73	View chart
Spdr Series Trust State Street Spd (XBI)	1.1	$920k	NEW	7.5k	121.93	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.9	$748k	+18%	6.8k	110.15	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.8	$686k	-6%	6.4k	107.36	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.8	$654k	-62%	22k	30.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$625k	-82%	6.1k	102.39	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.8	$624k	-8%	9.2k	67.83	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.7	$581k	NEW	8.8k	65.66	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.7	$571k	NEW	35k	16.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$552k	NEW	7.7k	71.41	View chart
Ishares Tr North Amern Nat (IGE)	0.7	$552k	-69%	11k	50.20	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.7	$543k	+4%	12k	45.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$540k		5.6k	96.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$523k	-5%	3.7k	141.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$435k	-86%	2.3k	191.56	View chart
Doximity Cl A (DOCS)	0.3	$270k		6.1k	44.28	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.3	$211k	-81%	3.4k	61.36	View chart
Sow Good (SOWG)	0.0	$5.3k	NEW	15k	0.34	View chart
Klotho Neurosciences (KLTO)	0.0	$4.7k	NEW	16k	0.29	View chart

Past Filings by Algorithmic Investment Models

SEC 13F filings are viewable for Algorithmic Investment Models going back to 2020

Algorithmic Investment Models 2025 Q4 filed Feb. 10, 2026
Algorithmic Investment Models 2025 Q3 filed Nov. 10, 2025
Algorithmic Investment Models 2025 Q2 filed Aug. 11, 2025
Algorithmic Investment Models 2025 Q1 filed May 15, 2025
Beaumont Capital Management 2024 Q4 filed Feb. 14, 2025
Beaumont Capital Management 2024 Q3 filed Nov. 5, 2024
Beaumont Capital Management 2024 Q2 filed Aug. 12, 2024
Beaumont Capital Management 2024 Q1 filed May 10, 2024
Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022
Beaumont Capital Management 2022 Q1 filed May 13, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z